Trust and Estate Paralegal

Zirtual has partnered with a top Connecticut Trusts and Estates Paralegal services provider to find the right 1099 remote paralegal for their office.

Zirtual is a work-life balanced company that offers law firms practice area specific, experienced virtual paralegals. Our US-based paralegals strive to meet and exceed attorney-client needs and expectations.  Zirtual offers paralegals in every practice area and state, both transactional and litigation. 

Our paralegals are vital members of Zirtual. The paralegal is the main point of contact with their assigned client(s) and will work independently with the law firms. The paralegal will receive support from their assigned Account Supervisor, who will assist the paralegal & law firm relationship with plan modifications, questions, feedback on quality, delegation and collaboration best practices, and more.

The paralegal will provide a high-level professional service by working on tasks...

We are seeking an experienced Trust & Estate/Probate Paralegal to join our high-volume legal team in Downtown Miami. This role is ideal for a motivated professional who thrives under pressure and is skilled in managing complex litigation and e-filing with the courts. A background in trust and estate (T&E) or probate litigation is preferred, but we are open to training candidates with a solid litigation background.

Responsibilities:

• Support attorneys in trust, estate, and probate matters through case preparation, drafting legal documents, and e-filing with the courts.
• Conduct research, manage case files, and ensure compliance with all filing deadlines.
• Assist with commercial litigation and insurance defense cases, as applicable.
• Maintain communication with clients and court personnel, providing timely updates and gathering required information.
• Utilize legal software (NetDocs, Tabs 3) for case...

THIS JOB IS LOCATED IN NAPLES, FLORIDA - WITH FIRM OFERING RELOCATION ASSISTANCE

If you’re looking for a career position in a boutique firm where your professionalism and dedication to a job well done are greatly rewarded, we want to hear from you!

Attorney Laird A. Lile is highly regarded as a specialist in estate and trust matters. He has four times been named a Top 10 Super Lawyer in Florida and over 25 times as Top 100 Super Lawyer and serves in numerous appointed and elected positions with The Florida Bar and related organizations. His practice involves estate planning, estate administrations, trust administrations, representation of beneficiaries, and related litigation consultations. Attorney Lile is looking for an experienced paralegal to add to his team.

About The Firm

Trust and estate work requires diligence, accuracy, and attention to detail. We have an extremely busy practice that requires professionalism and a...

The Village Law Firm is seeking a Trusts and Estates Paralegal to join our team. This position will play a key role in delivering top-tier legal services, ensuring clients’ legacies are protected and effectively managed.  

If you thrive on helping people and delivering a high-caliber work product in a supportive, balanced environment, this is the perfect role for you!  

About Us: 

We are a boutique estate planning law firm offering premium legal and wealth planning services to New York City's artists, entrepreneurs, tech professionals, and other varied and interesting characters who make up this great City. Our mission is to provide a unique, client-focused experience while fostering an inclusive and supportive work environment.  

Our team is friendly, collaborative, and committed to excellence. We recognize and celebrate everyone’s contributions, driving our firm's success and ensuring client...

The Trust Officer will be responsible for interacting with all clients, whether retained by the Bank for investment asset management or trust administration. Perform and/or assist Trust Officer(s) in the general administration of trust accounts as assigned, and perform duties as directed by the governing document and current pertinent law.

RESPONSIBILITIES:

• Deal directly with trust beneficiaries and agency clients regarding personal financial situation with minimal supervision.
• Independently prepare for new business meetings with prospective clients and/or assist Relationship Managers (RM), Director (D) and Trust Officers (TO) in preparation for new business meetings with prospective clients.
• Trust and estate administration, estate planning, creation of business entities, tax planning and complex real estate and securities transactions.
• Excels in communication with clients, accountants,...

Our esteemed estate planning law firm client is in search of a Trust & Estates Paralegal with at least 3 years of professional experience to join their new office in Newport Beach, CA. As their firm expands, they're are actively seeking a dedicated full-time paralegal to thrive in a collaborative setting, presenting opportunities for career advancement and engaging challenges. Be a part of the team and contribute to the ongoing success of their firm. Enjoy merit-based salary increases and bonuses, along with a transparent career advancement trajectory including attractive compensation and comprehensive benefits.

Key Responsibilities:

1. Prepare probate pleadings, federal estate tax returns, trust/estate accountings, and funding calculations
2. Manage trust administration, probate, and conservatorships
3. Draft initial versions of trusts, petitions, proposed orders, declarations, and supplements
4. File court...

The Village Law Firm is seeking a senior trusts and estates paralegal to join our team. As a Senior Paralegal, you will play a vital role in providing our clients with the highest caliber legal services with the goal of protecting and carrying out their legacy.

If you thrive on providing a high caliber of client service without the drama, big egos, and weekend hours of a big firm, this could be a great fit for you!

About Us:

We are a boutique estate planning law firm that serves the legal and wealth planning needs of New York City's artists, entrepreneurs, tech professionals, and other varied and interesting characters who make up this great City. We are a fast-growing law firm that aims to provide a unique, non-traditional client experience and constantly seeks to our client experience and the work experience of our employees.

Our team is fun, friendly, and committed to excellence. As a small group, each person is...

A law firm is seeking a full-time Trust and Estates Paralegal to join their team.

Responsibilities:

• handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus)
• Extensive communication with clients, financial planners and accountants
• Preparation of federal and state estate tax returns and fiduciary accountings
• Distribution of estate assets and trust funding, etc.

Requirements

• 5+ years of experience in a similar type role.
• College degree and/or paralegal certificate required.
  
• Superior communication and mathematical skills are a must.
• Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs and Microsoft Word a plus.

A law firm is seeking a full-time Trust and Estates Paralegal to join their team.

Responsibilities:

• handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus)
• Extensive communication with clients, financial planners and accountants
• Preparation of federal and state estate tax returns and fiduciary accountings
• Distribution of estate assets and trust funding, etc.

Requirements

• 5+ years of experience in a similar type role.
• College degree and/or paralegal certificate required.
  
• Superior communication and mathematical skills are a must.
• Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs and Microsoft Word a plus.

A law firm with offices in Hackensack, NJ is seeking a full-time Trust and Estates Paralegal to join their team.

Responsibilities:

• handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus)
• Extensive communication with clients, financial planners and accountants
• Preparation of federal and state estate tax returns and fiduciary accountings
• Distribution of estate assets and trust funding, etc.

Requirements

• 5+ years of experience in a similar type role.
• College degree and/or paralegal certificate required.
  
• Superior communication and mathematical skills are a must.
• Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs and Microsoft Word a plus.